Portal - Guides, Videos and Tutorials

How to Access GoAudits via the Web App

This article helps you understand how to access the GoAudits web app on a desktop and the features available within the app.

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Written by Gabriel Ionita
Updated yesterday

What is Approval Required and Default Assignee in Manage Action Plan Assignee

This article will explain the purpose of both features

Written by Linda Vazquez
Updated yesterday

How to Create a Form/Checklist from Scratch

How to create a form/checklist using your own questions and personalized responses.

Written by Linda Vazquez
Updated over a week ago

How to Resend Email for Action Plans

This article helps you understand how to resend emails to action plan assignees.

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Written by Gabriel Ionita
Updated this week

What is Auto-Fail?

This article helps you understand the auto-fail feature, how you can set it up, and how to find auto-fail reports in your portal.

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Written by Gabriel Ionita
Updated this week

How to change an audit from Completed to In-Progress or Rejected

This article helps you change an audit's status from Completed to In-progress or Rejected.

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Written by Gabriel Ionita
Updated this week

Onboarding Step by Step

A guide on how to setup your account

Written by Linda Vazquez
Updated yesterday

Action Plan Settings

Action Plan settings allows you to define the priority level of the action plans as it will appear when assigning an action plan task.

Written by Linda Vazquez
Updated this week

How to import the folder to the app once changes have been made

This article helps you import all the latest changes you made on the admin portal to your mobile device.

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Written by Gabriel Ionita
Updated this week

How to enable the Action Plan on a Form/Checklist

This article helps you enable the action plan on a form/checklist.

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Written by Gabriel Ionita
Updated this week

How to Add a New User

This article helps you add a new user, their details, roles, and access rights in the admin portal.

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Written by Gabriel Ionita
Updated over a week ago

How to Request Additional Licensed Users

This article helps you request additional licensed users in your GoAudits account and add their details and access rights.

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Written by Gabriel Ionita
Updated over a week ago

How to Add Section Help in Form Builder in the Admin Portal

This article helps you add section help text to a checklist in GoAudits Form Builder.

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Written by Gabriel Ionita
Updated over a week ago

How to create an action plan during an inspection

This article helps you understand how to create an action plan and where you can find it later.

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Written by Gabriel Ionita
Updated this week

How to Add an Action Plan Assignee

Written by Linda Vazquez
Updated over a week ago

Broadcast

Written by Linda Vazquez
Updated this week

How to install the GoAudits app on mobile devices

How to install the app on mobile devices

Written by Linda Vazquez
Updated this week

Voice to Text

This article helps you understand how to use the Voice-to-Text feature on mobile devices.

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Written by Gabriel Ionita
Updated this week

How to Update the Pass/Fail Percentage of an Audit

Update the Pass/Fail Percentage of an audit by score type, min value, max value, grade color and grade text

Written by Linda Vazquez
Updated over a week ago

How to Delete/Archive a User?

This article helps you delete/archive or restore a user in the admin portal.

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Written by Gabriel Ionita
Updated over a week ago

How to Edit Questions in a Form/Checklist

This article helps you edit questions/answers in a form/checklist that has already been used to perform an inspection and generate a report.

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Written by Gabriel Ionita
Updated over a week ago

How to Carry Out Action Plans as an Assignee

How to carry out action plans as an assignee and how to change the status of an action item.

Written by Linda Vazquez
Updated over a week ago

How to Edit a Location

This article helps you change location name, code, address, distribution group, time zone, email, and tags on a previously created location.

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Written by Gabriel Ionita
Updated over a week ago

How to Add a Company Logo

This article explains how to add a company logo in the admin portal.

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Written by Gabriel Ionita
Updated over a week ago

Giving Basic Permissions to Users

This article talks about the various basic permissions you can give to GoAudits users.

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Written by Gabriel Ionita
Updated over a week ago

How to Edit a Form/Checklist

This article helps you edit form details like name, short name, the person in charge, signature in-app, template logo, etc.

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Written by Gabriel Ionita
Updated over a week ago

About Email Template

This help article talks about the Email Template section and how to send a checklist report to an email address

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Written by Gabriel Ionita
Updated over a week ago

About Report Tags

This article helps you understand report tags, how to create and assign them to questions.

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Written by Gabriel Ionita
Updated over a week ago

Advanced Permissions

This article helps you customize permissions, assign them to a specific role or a user, manage permissions, view permissions, etc.

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Written by Gabriel Ionita
Updated over a week ago

About Custom Fields

This article explains what custom fields are and how to create and use them.

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Written by Gabriel Ionita
Updated over a week ago

How to Change the Answer Colour

How to change the answer colour from black to another colour

Written by Linda Vazquez
Updated over a week ago

How to Change the Question Colour

How to change a question to a different colour

Written by Linda Vazquez
Updated over a week ago

How to Add/Edit Score Range

This article helps you add or edit the score range in a specific checklist.

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Written by Gabriel Ionita
Updated over a week ago

About Image Gallery

This article helps you understand the 'Image Gallery' section and how you can manage the images captured from all the audits.

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Written by Gabriel Ionita
Updated over a week ago

About Locations

This article helps you understand the 'Locations' section in the GoAudits admin portal. You can manage the locations you've created here.

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Written by Gabriel Ionita
Updated over a week ago

About Forms/Checklists

This article explains the Forms/Checklists section in the admin portal. You can create, edit, clone, or delete audit forms.

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Written by Gabriel Ionita
Updated over a week ago

How to Create a Question

How to create a question, customize the answer, select response style and add response type on an audit/checklist/questionnaire.

Written by Linda Vazquez
Updated over a week ago

How to add a location and edit an existing location

This article helps you add or edit location details like name, code, address, distribution group, time zone, email, tags, etc.

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Written by Gabriel Ionita
Updated over a week ago

About Mandatory Fields (Comments, Photo)

How to require a mandatory photo or comment for a specific question on a checklist/audit

Written by Linda Vazquez
Updated over a week ago

About Question Help

The purpose of the Question Help feature and how to add helpful information to assist those performing the audit.

Written by Linda Vazquez
Updated over a week ago

About Company/Department

This article explains the Company/Department section in the admin portal. You can create, edit, or delete a company/department here.

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Written by Gabriel Ionita
Updated this week

Brief Description of Basic Fields and Response Types Available

What is Basic Fields and a description of the Response Types

Written by Linda Vazquez
Updated over a week ago

How to Edit a Response Type to a Question in a Form/Checklist

This article helps you edit a response type like a button, date, text, list, number, etc. to an existing question in a checklist.

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Written by Gabriel Ionita
Updated over a week ago

How to Change Response Type or Answer Pattern to a Question

How to change the response type or Answer Pattern to a question.

Written by Linda Vazquez
Updated over a week ago

How to Set the Scoring, inclusive of N/A answer option

How to set or change the scoring, inclusive of N/A answer option.

Written by Linda Vazquez
Updated over a week ago

About Manage Reports

This article explains the Manage Reports section in the admin portal. Here you can manage reports that are generated from your audits.

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Written by Gabriel Ionita
Updated this week

How to Create a New Form/Checklist

Creating a questionnaire, start with a blank template, customize answer and score.

Written by Linda Vazquez
Updated over a week ago

How to Remove a Response

How to remove a response on an audit form/checklist

Written by Linda Vazquez
Updated over a week ago

How to Add/Edit a Picture to a Question (Preloaded photos)

How to Add/Edit a picture to a question during form builder setup.

Written by Linda Vazquez
Updated over a week ago

How does an Action Plan Assignee receive the tasks?

This article shows you how an action plan assignee receives and closes tasks.

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Written by Gabriel Ionita
Updated over a week ago

Before you Start - Register and Create an Account

Before you can create an audit using the online portal, you will need to register and create an account, the below guide will show you how.

Written by Linda Vazquez
Updated over a week ago

Step 1 - Choose, Customize or Create Audit Templates

How to select, setup, customize, and create an audit template.

Written by Linda Vazquez
Updated over a week ago

Step 2 - Setup your Area Locations/Branch/ Store

Adding locations after the companies or departments have been created.

Written by Linda Vazquez
Updated over a week ago

Step 3 - Configure the Audits using Form Builder

How to configure the audits using form builder

Written by Linda Vazquez
Updated this week

Step 4 - Report Setup and Styles

How to configure the layout of the report style of your choice.

Written by Linda Vazquez
Updated over a week ago

Step 5 - Setup an Email Distribution Template

How to configure the email templates for each Form/Checklist.

Written by Linda Vazquez
Updated over a week ago

How to find the template library

Finding the template library, how to use templates

Written by Linda Vazquez
Updated over a week ago

How to Remove Templates

Quick guide on how to remove templates.

Written by Linda Vazquez
Updated over a week ago

Extra Signature(s)

How to add more signatures, extra signatures.

Written by Linda Vazquez
Updated over a week ago

Workflow Setup and How to enable Approval Workflow

Written by Linda Vazquez
Updated yesterday

How to Delete/Archive a Company/Department

Quick guide on how to delete/archive a company you no longer require

Written by Linda Vazquez
Updated over a week ago

How to Restore a Deleted/Archived Company/Department

Quick guide on how to restore previous companies that were deleted.

Written by Linda Vazquez
Updated over a week ago

How to Create Conditional Questions?

This article helps you understand what is a conditional question and how to add a conditional question to a form/checklist.

Written by Linda Vazquez
Updated over a week ago

How to Edit a Company or Department

Quick guide on how to edit the details of your company or departments already setup

Written by Linda Vazquez
Updated over a week ago

Changing the Answer Pattern for Questions that have been Used in Reports

How to Change the Answer Pattern for Questions that have been Used in Reports

Written by Linda Vazquez
Updated over a week ago

How to Delete a Location

Quick guide on how to delete a location you may no longer need.

Written by Linda Vazquez
Updated over a week ago

How to Clone a Form/Checklist?

This article will explain how to Clone/Duplicate a Form/Checklist.

Written by Linda Vazquez
Updated over a week ago

How to Restore a Location

A quick guide on how to restore a location you previously deleted/archived.

Written by Linda Vazquez
Updated over a week ago

How to Find or View a Company

Quick guide on how to find or view a company

Written by Linda Vazquez
Updated over a week ago

How to Add a Response

How to Add a Response type and change the color of the response

Written by Linda Vazquez
Updated over a week ago

Keep Reports Private

How to bypass the email being sent to the usual distribution group

Written by Emily
Updated over a week ago

Company Description & Usage, Confidentiality Information

Report configuration, company description & confidentiality features, optional.

Written by Linda Vazquez
Updated over a week ago

Printing an Audit Report

Quick guide on how to print an audit report.

Written by Linda Vazquez
Updated over a week ago

How to Download and View a Report

Quick guide on how to download and view a report.

Written by Linda Vazquez
Updated over a week ago

How to Archive/Restore Reports

A quick guide on how to archive a report if you no longer need it or restore a report if you change your mind.

Written by Linda Vazquez
Updated over a week ago

How and Why to Regenerate a Report

Quick guide on how to regenerate a report and why you might need to do so.

Written by Linda Vazquez
Updated over a week ago

How to Filter the Search of your Reports

Quick guide on how to custom your search using the filter function.

Written by Linda Vazquez
Updated over a week ago

How to Create a Permission

Quick guide on how to create permissions to your app.

Written by Linda Vazquez
Updated over a week ago

Changing User Password from the Admin Portal

Quick guide on how to change the password of a user from the admin portal

Written by Linda Vazquez
Updated over a week ago

How to Restore Users

Quick guide on how to restore users that have been archived or deleted.

Written by Linda Vazquez
Updated over a week ago

About Analytics Action Plans

Quick guide on how to view your action plans.

Written by Linda Vazquez
Updated over a week ago

All About Sections

What are Sections and how to use and create them

Written by Emily
Updated over a week ago

How to Create, Move, and Clone Questions

How to create new questions and move and clone existing questions.

Written by Linda Vazquez
Updated over a week ago